KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$857M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.72M
3
+$1.18M
4
PG icon
Procter & Gamble
PG
+$979K
5
ABT icon
Abbott
ABT
+$945K

Top Sells

1
+$574K
2
+$524K
3
+$360K
4
PM icon
Philip Morris
PM
+$289K
5
MO icon
Altria Group
MO
+$281K

Sector Composition

1 Technology 16.77%
2 Healthcare 12.6%
3 Financials 11.52%
4 Industrials 10.63%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$536K 0.06%
25,250
+7,550
127
$526K 0.06%
4,490
128
$526K 0.06%
5,226
+23
129
$518K 0.06%
+3,878
130
$500K 0.06%
6,137
+196
131
$498K 0.06%
3,485
-250
132
$490K 0.06%
10,931
-195
133
$490K 0.06%
8,570
+1,730
134
$487K 0.06%
16,466
-4,015
135
$487K 0.06%
8,180
-80
136
$485K 0.06%
4,318
+225
137
$484K 0.06%
5,670
-80
138
$480K 0.06%
8,053
+85
139
$469K 0.05%
3,424
-469
140
$468K 0.05%
22,000
+1,550
141
$450K 0.05%
1,200
-240
142
$429K 0.05%
9,000
143
$415K 0.05%
21,519
144
$411K 0.05%
10,383
+660
145
$410K 0.05%
+2,570
146
$402K 0.05%
8,550
+25
147
$396K 0.05%
4,339
+341
148
$381K 0.04%
+2,575
149
$379K 0.04%
7,071
+688
150
$373K 0.04%
4,383
+149
4 5
6
7 8